Identify investment objectives and risk tolerances
Develop a Customized Client Investment Policy Statement
Develop formal investment plan including setting goals and recommending portfolio structure designed for your specific needs and objectives
Independent and Objective review of products and services in the marketplace
Review and analysis of existing investments
Review of your tax return
Ongoing monitoring of specific goals and objectives and implementation of any necessary plan changes
Quarterly update and education meetings
Advice and analysis of all aspects of your financial life including major purchases, retirement plans, college plans, estate plans and any other investment programs
Consulting and evaluation of risk management
Exclusive access to institutional investment programs not available directly to most individual investors
Close monitoring and control over investment costs
Active management of taxes in any non-qualified investment account
Access to a world-class team of professional money managers
Systematic portfolio rebalancing to manage risk
Customized, easy to understand asset reporting monitored versus multiple goals
Comprehensive account aggregation for your family’s entire financial life
Ongoing evaluation of results and performance
Remain “in touch” with changes in global capital markets and communicate any significant events in an understandable and timely fashion
Make use of new research findings and technology to deliver as efficient an experience as possible
Fees aligned with a comprehensive wealth management offering - not transactions
Responsibility for managing all aspects of your investments - financial wellness
Timely response to any questions or concerns you have regarding investment portfolios or financial matters
Ability to provide the same level comprehensive solution to friends, family and business associates
